NORTH CAPITAL PRIVATE SECURITIES CORPORATION

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
65
Avg account
$0

Firm details

Headquarters
MIDVALE, Utah
CRD number
154559
Registered since
January 24, 2011

Firm profile

FINTRX

Overview

North Capital Private Securities Corporation is organized as a corporation and is registered with the SEC since 2011. Public profile fields are sparse: the firm is listed as owned by a domestic entity and an individual, and it carries an unclassified firm designation in the snapshot. The record indicates it does not operate as a capital allocator and is not flagged as an active ESG investor. FINTRX does not provide a stated client base, fee structure, or detail on advisory activities for the firm.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • JOSEPH ANDERSON

    Chief Compliance OfficerCRD 4644204

  • Daniel Watson

    Chief Financial OfficerCRD 7729924

  • RICHARD SANDULLI

    Co-CEOCRD 1555067

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Contacts

3 of 55
  • Andrew Evanich

    Assistant Vice PresidentCRD 6960449

  • Lindsey Collings

    Vice PresidentCRD 6593087

  • Tyler Farrelly

    Investor Relations DirectorCRD 7613463

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIDVALE, UT

SALT LAKE

Location

MIDVALE, UT

Headquartered in MIDVALE, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
623 E Fort Union Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth